Delivery Manager at Kuling Technologies Pvt Ltd
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Premier Relationship Manager - Sales - Life insurance (2-5 yrs)
We are urgently looking for a Client Relationship Manager in Banca Channel for India's Leading Life Insurance Company. Whether you're looking to grow your skillset or expand your mindset, we have the right shots for you; the most excellent mentors and an ideal atmosphere that nourishes creativity, enthusiasm, and perfection.
For More information find below the requirements :
1. Identify client needs and provide them with right financial planning assistance and asset allocation with the help of our Research & Financial Planner team.
2. An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue, while acquiring new clients as well.
3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.
4. Recommend to clients strategies in cash management, insurance coverage to help them achieve their financial goals.
5. Implement financial planning recommendations and review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
7. Keeping client plans up-to-date and prepare or interpret for client's information such as investment performance reports, financial document summaries, or income projections.
8. Interact with the various teams within the organization such as Research, Insurance and Operations to ensure prompt supply of information to the client.
9. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio and execute the same. This will include achieving revenue & client acquisition targets.
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